See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $277,950 | $96,635+187.6% | $86,612+220.9% | $139,434+99.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.09% | 106.41%-94.3pp | 591.07%-579.0pp | 372.94%-360.9pp |
| Employer contribution / active EE | $1,088 | $3,263-66.7% | $3,022-64.0% | $4,751-77.1% |
| Participant deferral / active EE | $7,102 | $4,836+46.9% | $4,438+60.0% | $6,710+5.8% |
| Admin fee / account holder | $1,367 | $6,408-78.7% | $5,614-75.7% | $11,403-88.0% |